Wealth Enhancement Advisory Services’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
Other funds holding UVSP
Wealth Enhancement Advisory Services's UVSP Position: Q2 2026 in Review
Wealth Enhancement Advisory Services increased its Univest Financial (UVSP) stake by 22% in Q2 2026, buying an estimated $132K and bringing the position to 18,823 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #2235.
Wealth Enhancement Advisory Services first reported a position in UVSP in Q3 2024 and has held it in 8 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.
- Wealth Enhancement Advisory Services held 18,823 shares of Univest Financial worth $818K as of Q2 2026.
- Wealth Enhancement Advisory Services bought 3,373 Univest Financial shares in Q2 2026, an estimated $132K.
- Univest Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2235 holding.
- Wealth Enhancement Advisory Services first reported a position in Univest Financial in Q3 2024 and has held it in 8 quarters since.
- 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.
Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.